Relationship Tab: Is there a way to single out specific relationship types using the Legend feature?

Dan Kirk

For example, a constituent has a current Lead Solicitor, and 3 past Prior Solicitor. I seem to be able to make all solicitor rows the same color, or all bold, or italic, etc. But I don't see a way to make just the Lead Solicitor a certain color. Is there a way to make this happen, and I just don't see it?


Thank You,

Dan

JoAnn Strommen

If this helps, you can make all the past ones gray. 


IT is working  in RE right now so I can't look at mine for exactly what setting I changed. I picked up this tip from John H. If he sees the post prior to my being able to get in RE he can explain what setting. I really like it as only the current solicitor or current of other types appears in specified color. The rest are present but gray.

John Heizer

Dan Kirk:

For example, a constituent has a current Lead Solicitor, and 3 past Prior Solicitor. I seem to be able to make all solicitor rows the same color, or all bold, or italic, etc. But I don't see a way to make just the Lead Solicitor a certain color. Is there a way to make this happen, and I just don't see it?


Thank You,

Dan

As JoAnn said, there is a category under Legend Options called "Inactive Relationships" that you can make a specific color (I use a light gray).  Move that to the top of the list so it will override any other settings (using the arrows under the list box).  I like the light gray color because it sort of pushes those inactive relationships into the background compared to the other colors I've assigned.  Note that for this to work you do have to have End Dates so they become "inactive."

Dan Kirk

John Heizer:

Dan Kirk:

For example, a constituent has a current Lead Solicitor, and 3 past Prior Solicitor. I seem to be able to make all solicitor rows the same color, or all bold, or italic, etc. But I don't see a way to make just the Lead Solicitor a certain color. Is there a way to make this happen, and I just don't see it?


Thank You,

Dan

As JoAnn said, there is a category under Legend Options called "Inactive Relationships" that you can make a specific color (I use a light gray).  Move that to the top of the list so it will override any other settings (using the arrows under the list box).  I like the light gray color because it sort of pushes those inactive relationships into the background compared to the other colors I've assigned.  Note that for this to work you do have to have End Dates so they become "inactive."

 

This method is helpful. Thank you. 

Heather MacKenzie

Dan Kirk:

For example, a constituent has a current Lead Solicitor, and 3 past Prior Solicitor. I seem to be able to make all solicitor rows the same color, or all bold, or italic, etc. But I don't see a way to make just the Lead Solicitor a certain color. Is there a way to make this happen, and I just don't see it?


Thank You,

Dan

There's this idea you can go vote for, RE I-2078 (titled Different Legends Options (colors) for Contact Types) (can't get my linking to work right now....) that is similar, but I didn't find your exact idea already in the Idea bank.  You might want to start one, because I think this is something that would be great too!